Investment Research & Advisory Group’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Investment Research & Advisory Group’s Portfolio MSFO Stock Details MSFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,286	Closed	-$22.9K	–	257
2025 Q2	$22.9K	Buy	1,286 +34	+3%	+$573	0.01%	144
2025 Q1	$19.7K	Buy	+1,252	New	+$21.4K	0.01%	145

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Investment Research & Advisory Group's MSFO Position: Q3 2025 in Review

Investment Research & Advisory Group sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q3 2025, closing a stake of 1,286 shares — an estimated $22.9K sold.

Investment Research & Advisory Group first reported a position in MSFO in Q1 2025 and held it in 2 quarters. The position peaked at $22.9K in Q2 2025. 19 funds tracked by Wall St. Rank hold MSFO as of Q3 2025.

Investment Research & Advisory Group reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 1,286 YieldMax MSFT Option Income Strategy ETF shares in Q3 2025, an estimated $22.9K.
Investment Research & Advisory Group first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2025 and held it in 2 quarters.
Investment Research & Advisory Group's YieldMax MSFT Option Income Strategy ETF position peaked at $22.9K in Q2 2025.
19 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q3 2025.

Based on Investment Research & Advisory Group's 13F filing for Q3 2025, filed 22 Oct 2025.